Retirement – how much is enough?

How much do you need for your retirement? When developing a financial plan, goal setting is critical. After all, if you don't know where you're going, it's hard to call…

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Don’t let your money control you.

Whether it’s a lack of control, not feeling like you’re getting ahead, or uncertainty about achieving your goals, money matters can stress anyone out – regardless of their financial position.

Everyone can build wealth.

Own your own home, provide for your family, indulge your passions and enjoy the things you love, and retire in comfort and security – and feel relaxed and in control. Sound impossible?

All you need is a plan…

It all starts with a plan. Know where you’re heading, how you need to get there, and what you need to do.

..and the support and advice to carry it out.

And that’s where we come in. As Authorised Financial Advisers, we can help you build that plan – and guide you on your journey to achieving it. So you can take control of your money – not let it control you.

What We Do

01. You’ve got the Vision. We’ll handle the Plan.

We’ll work with you to develop a financial plan thats personal to you and your goals – and work out how to get you there faster.

02. Your Planning Dashboard

You’ll have your own personal financial dashboard – so you always know where you’re at, where you’re heading, and what you need to do to get there.

01. Advice. On Call.

You’ll have access to an Authorised Financial Adviser by phone or email, any time you need advice on anything financial.

04. We’ll get things done – so you don’t have to.

We’ll get you on top of your cashflow, make sure you’re managing risk property, get you sorted with your property purchasing or investment plans, and put your savings and investments to work. All to get you to your goals faster.

05. Keeping you on track.

We’ll work with you on an ongoing basis to make sure your plan changes with you – whether it’s new goals, ticking some off, or changes that come up that mean a re-think.

06. Taking Care of Business

If you’re a business owner, we’ll also help you out with cashflow planning, ACC, business risk, and general strategic advice – so you can focus on what you do best.

Ready to Build Wealth?

Financial Advice for Normal People

From wide ranging backgrounds and financial positions, our clients have one thing in common – they’re on the road to building long term wealth. Our financial advice has helped them develop plans that address their unique circumstances, lifestyles, personality, and goals. With our guidance, they're all developing good money habits, making smarter money choices, and building sustainable, long-term wealth.

Just Getting Started

If you're just starting to set out on your financial journey, good financial advice will help make sure you've got the foundations right from day one.

Establish Your Presence

Building an executive or professional career is tough work that demands commitment, discipline, and grit. We help support those that are focused on building a great career by ensuring that their financial lives are fit to match.

Build and Protect a Legacy

Working professional families often have complex financial lives - we can help you make sense of it all and form a plan to get where you're going faster.

Enjoying the Good Life

For every day New Zealanders who just aspire to a good life spending time with the people they care about - we can give you time to focus on what really matters.

Reap the Rewards

Starting to think about stepping back and enjoy the fruits of your labour? Investing for income in todays low-yield environment can be challenging.

Small Business Owners

Business owners often have an added level of complexity about their financial lives. Hear how we've helped some of our clients win in business as well as their personal finances.